| Issuer | % book | Since entry | Business | Tags |
|---|
| $VWO · VANGUARD INTL EQUITY INDEX F | 40.6% | +5% ≥Q2 '21 | A Vanguard international equity index fund family; the associated ticker VGK corresponds to the Vanguard FTSE Europe ETF, which tracks large- and mid-cap European stocks. | |
| $IEMG · ISHARES INC | 21.4% | +14% ≥Q2 '21 | The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks. | |
| $VEA · VANGUARD TAX-MANAGED FDS | 8.3% | +31% ≥Q2 '21 | | |
| $IEI · ISHARES TR | 5.1% | +1% Q1 '24 | The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks. | NASDAQ |
| $ESGE · ISHARES INC | 4.4% | +13% Q2 '21 | The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks. | NASDAQ |
| $VOO · VANGUARD INDEX FDS | 3.8% | +42% Q1 '24 | A Vanguard index fund family; the associated ticker VTI corresponds to the Vanguard Total Stock Market ETF, which tracks the broad US equity market. | Bitget → |
| $VBIL · VANGUARD INSTL INDEX FD | 3.8% | +0% Q1 '26 | | NASDAQ |
| $BSV · VANGUARD BD INDEX FDS | 3.0% | -6% ≥Q2 '21 | A Vanguard bond index fund family; the associated ticker BSV corresponds to the Vanguard Short-Term Bond ETF, which tracks a broad index of short-term US investment-grade bonds. | |
| $VSS · VANGUARD INTL EQUITY INDEX F | 1.8% | +30% Q1 '25 | A Vanguard international equity index fund family; the associated ticker VGK corresponds to the Vanguard FTSE Europe ETF, which tracks large- and mid-cap European stocks. | |
| $VGSH · VANGUARD SCOTTSDALE FDS | 1.3% | -1% Q1 '26 | A Vanguard fund family; the associated ticker VGSH corresponds to the Vanguard Short-Term Treasury ETF, which tracks short-maturity US Treasury bonds. | NASDAQ |